Difference between revisions of "Meeting locations"
(Created page with "There are different location types that can be used for the meetings. In the list of available are: * Google Meet * Microsoft Teams * Zoom * Whereby * Custom text display * C...") |
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There are different location types that can be used for the meetings. | There are different location types that can be used for the meetings. | ||
| − | In the list of available are: | + | In the list of available are:<br> |
| − | + | ''(Please click on the option name to proceed to setup details):''<br> | |
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==Google Meet== | ==Google Meet== | ||
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3. Scroll the page with the meeting type to the '''Notifications''' section, expand it and set. to '''Calendar notifications'''.<br> | 3. Scroll the page with the meeting type to the '''Notifications''' section, expand it and set. to '''Calendar notifications'''.<br> | ||
4. Save meeting type.<br> | 4. Save meeting type.<br> | ||
| + | More details <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Google_Meet_/_Hangout|...>]]</span> | ||
==Microsoft Teams== | ==Microsoft Teams== | ||
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2. Per desired meeting type select '''Create aa online Microsoft Teams meeting''' in the "Location" form.<br> | 2. Per desired meeting type select '''Create aa online Microsoft Teams meeting''' in the "Location" form.<br> | ||
3. Save settings.<br> | 3. Save settings.<br> | ||
| + | More details <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Microsoft_Teams|...>]]</span> | ||
==Zoom== | ==Zoom== | ||
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2. Per desired meeting type select '''Create a Zoom meeting''' in the "Location" form.<br> | 2. Per desired meeting type select '''Create a Zoom meeting''' in the "Location" form.<br> | ||
3. Save settings.<br> | 3. Save settings.<br> | ||
| + | More details <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Zoom_Integration|...>]]</span> | ||
==Whereby== | ==Whereby== | ||
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2. Per desired meeting type select '''Create a Whereby meeting link''' in the "Location" form.<br> | 2. Per desired meeting type select '''Create a Whereby meeting link''' in the "Location" form.<br> | ||
3. Save settings.<br> | 3. Save settings.<br> | ||
| + | More details <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Whereby|...>]]</span> | ||
| − | ==Custom text | + | ==Custom text== |
You may need to simply show some text or instructions for the clients instead of using some online meetings software.<br> | You may need to simply show some text or instructions for the clients instead of using some online meetings software.<br> | ||
Then this option will be useful for you.<br> | Then this option will be useful for you.<br> | ||
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3. Add the necessary text to "Meeting location - custom text" and save meeting type.<br> | 3. Add the necessary text to "Meeting location - custom text" and save meeting type.<br> | ||
| − | == | + | ==Let invitee decide== |
For some meeting types you may need to allow the clients to choose the meeting tool that will be convenient for them.<br> | For some meeting types you may need to allow the clients to choose the meeting tool that will be convenient for them.<br> | ||
To set it up please follow the next steps:<br> | To set it up please follow the next steps:<br> | ||
Revision as of 08:29, 9 June 2023
There are different location types that can be used for the meetings.
In the list of available are:
(Please click on the option name to proceed to setup details):
Google Meet
To use this meeting tool you need:
1. Connect Google Calendar to the system in Calendar Intergations.
2. Per desired meeting type select Create a Google Meet / Hangout link in the "Location" form.
3. Scroll the page with the meeting type to the Notifications section, expand it and set. to Calendar notifications.
4. Save meeting type.
More details ...>
Microsoft Teams
If you wish to use it for the meetings please follow the next steps:
1. Connect professional Outlook/Office 365 Calendar to the system in Calendar Intergations.
2. Per desired meeting type select Create aa online Microsoft Teams meeting in the "Location" form.
3. Save settings.
More details ...>
Zoom
To set Zoom as an online meeting tool you need:
1. Enable Zoom on your Integrations page and connect your Zoom account.
2. Per desired meeting type select Create a Zoom meeting in the "Location" form.
3. Save settings.
More details ...>
Whereby
If you would like to set Whereby for online meetings please follow the next steps:
1. Enable Whereby on your Integrations page. Add the requested settings.
2. Per desired meeting type select Create a Whereby meeting link in the "Location" form.
3. Save settings.
More details ...>
Custom text
You may need to simply show some text or instructions for the clients instead of using some online meetings software.
Then this option will be useful for you.
1. Please select Custom text in the "Location" form per desired meeting type.
2. Decide if you would like to show that text only after the booking is confirmed.
3. Add the necessary text to "Meeting location - custom text" and save meeting type.
Let invitee decide
For some meeting types you may need to allow the clients to choose the meeting tool that will be convenient for them.
To set it up please follow the next steps:
1. Select Let invitee decide option in the "Location" form per desired meeting type.
2. Add your location question to be shown to clients at checkout.
3. Proceed to the "Proposed locations" form and select the tools that you would like to be available for selection.
(if you need to have Zoom, Whereby, Google Meet or MS Teams it is required to connect these tools to your account)
You can choose one or several options, or simply set it to "Other" so that the clients will enter the location details as the plain text.
